Add completed CallRail phone calls to Pipedrive as deals (excluding those who have called before)

First, we need to connect CallRail and Pipedrive to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect CallRail to Zapier.

  Give Zapier access to your CallRail account, using CallRail credentials.

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  Connect Pipedrive to Zapier.

  Give Zapier access to your Pipedrive account, using Pipedrive credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for CallRail

  Choose the following trigger: Phone Call Completed (Triggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.).

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  Then set up an Action for Pipedrive

  Choose this action: Create Deal (Creates a new deal.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between CallRail and Pipedrive.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Add completed CallRail phone calls to Pipedrive as deals (excluding those who have called before)!